Every opportunity has a next step
Keep seller details, conversations, and follow-up tasks with each opportunity as it moves from inquiry to offer.
ContactsCustom pipelines
Jarvis CRM
Know who to follow up with. Keep every deal in view.
Keep contacts, conversations, and follow-ups with your pipeline. Pick up where you left off.
A 74-second look inside Jarvis CRM.
Jarvis CRM / Example dashboardDemo
Dashboard
Everything that moved on your pipeline today
Pipeline value
$1.42M
+12.4% vs last month
Active listings
48
+6 new this week
Viewings booked
38
+6 vs last week
Avg. first response
42s
−18s vs last week
Recent Activity
Viewing booked
14 Vine Street, Thu 10:30
2 min ago
New lead captured
Portal enquiry, 3-bed, Elmhurst
5 min ago
Offer received
$415,000 on 8 Ridgeway Close
18 min ago
Price adjusted
22 Barrow Lane, down $10,000
1 hour ago
Follow-up sequence sent
24 dormant leads re-engaged
2 hours ago
Quick Stats
Lead → viewing34%
Viewing → offer21%
Listings under offer62%
Top listings
3 Elmhurst Gardens$712,000
14 Vine Street$649,000
22 Barrow Lane$529,000
8 Ridgeway Close$415,000
The problem
Six tools, none of them talking
Every disconnected app is a place a lead can stall without anyone noticing. The gaps between systems are where revenue quietly leaks.
Web forms
Dialer
Spreadsheets
Email tool
Ad platforms
Calendar
One system
A single record per contact, one pipeline of truth, and automation that survives the handoff between tools.
Leads land in six places
Forms, calls, texts, ads, and portals each keep their own list. Nobody owns the whole picture.
Follow-up depends on memory
The deals that close are the ones someone remembered to chase. The rest quietly go cold.
Automation stops at the tool boundary
Each app automates itself. Nothing automates the handoff between them, so people do it.
Jarvis CRM
Explore Jarvis CRMThe operating hub for your revenue workflow.
Jarvis CRM gives your team one place to manage leads, conversations, pipelines, tasks, appointments, automations, and reporting.
- CRM & contacts
- Custom pipelines
- SMS, email & calling
- Workflow automation
- Calendars & appointments
- Forms & funnels
- Reporting & dashboards
Jarvis CRM / Example pipelineDemo
New3
J. Renner
Auto-advanced
M. Alvarez
Inbound · form
Northbank LLC
Inbound · call
Qualified1
T. Okafor
Scored 82
Booked1
Aster Group
Thu 10:30
Offer1
R. Whitfield
$284,000
Auto-advanceStage rules move records without anyone dragging a card.
Starting from $97/month. AI agent deployments, lead scraping, and custom implementation are separate.
Jarvis CRM / features
Everything the revenue workflow needs, in one place
The point of a CRM is that nothing lives outside it. These are the parts of the day-to-day that stop being separate tools once the work runs here.
CRM & contacts
One record per person and company, with every call, message, note, and file attached to it. No parallel spreadsheet, no second source of truth.
Custom pipelines
Build the stages your business actually uses, as many pipelines as you need. Acquisitions, listings, and service jobs do not have to share one board.
SMS, email & calling
Two-way conversations in one thread, whichever channel the lead used. Replies land on the record instead of in someone's personal inbox.
Workflow automation
Trigger the follow-up, the task, the reminder, and the stage change from what happens in the pipeline, so the process runs without anyone remembering it.
Calendars & appointments
Shared availability, booking links, reminders, and reschedules, written straight onto the deal rather than living in a separate scheduler.
Forms & funnels
Capture pages and forms that create the record on submit, already assigned and already in the right pipeline stage.
Reporting & dashboards
Pipeline value, stage movement, response times, and activity by owner, reported from the same records the team works in.
Every feature above is part of the Jarvis CRM subscription.
See the full platformConversations / InboundLive
- M. Alvarez2mThursday works
- Northbank LLC18mMissed call · texted
- T. Okafor1hSending the numbers
- Aster Group3hConfirmed for Thu
I saw the listing. Is it still available?
It is. I can get you in Thursday at 10:30 or Friday at 2. Which works?
Thursday works
AI draftedBooking Thu 10:30, awaiting your approval
How it works
From a new lead to the next step.
Capture the conversation, organize the opportunity, and keep follow-up moving in Jarvis CRM.
- 01
Capture
Bring inquiries from forms, calls, and messages into a contact record with conversation history.
- 02
Organize
Assign an owner and track opportunities through the pipeline stages your team uses.
- 03
Follow up
Trigger messages, tasks, and appointment reminders from your workflow rules.
- 04
Measure
Review pipeline movement and team activity to see where to focus next.
See Jarvis CRM in action
From the first inquiry to the next appointment.
Take a look inside Jarvis CRM: contacts, conversations, pipelines, and follow-up in one workspace.
- Lead entersStep 1
- PipelineStep 2
- Follow-upStep 3
- AppointmentStep 4
The stackReplace the Stack.
Replace the Stack.
Keep the System.
Your CRM should not require six other subscriptions just to run your sales process. Jarvis CRM brings the core revenue workflow into one connected platform.
| Capability | Typical tool stack | Est. monthly cost | Jarvis |
|---|---|---|---|
| CRM & Pipeline Management | CRM platform | $299 | Included in Jarvis |
| Sales Funnels | Funnel builder | $147 | Included in Jarvis |
| Website Builder | Site platform | $49 | Included in Jarvis |
| Surveys & Forms | Form tool | $39 | Included in Jarvis |
| Email Marketing | Email service provider | $159 | Included in Jarvis |
| Two-Way SMS | SMS provider | $99 | Included in Jarvis |
| Booking & Appointments | Scheduling tool | $29 | Included in Jarvis |
| Workflow Automation | Automation platform | $119 | Included in Jarvis |
| Courses / Products | Course platform | $149 | Included in Jarvis |
| Call Tracking | Call tracking tool | $89 | Included in Jarvis |
| Reputation Management | Review platform | $129 | Included in Jarvis |
| Tracking & Analytics | Analytics suite | $99 | Included in Jarvis |
| Communities | Community platform | $89 | Included in Jarvis |
| Document Signing | E-signature tool | $45 | Included in Jarvis |
| Mobile Access | Mobile add-ons | $60 | Included in Jarvis |
Typical fragmented stack$1,600+ / monthSum of the example costs above.
Jarvis CRMStarting from $97/monthOne system, one subscription, one record of truth.
Comparison reflects Jarvis CRM platform capabilities. AI agent deployments, lead scraping and data services, communications usage, and custom implementation may be priced separately. Third-party costs shown are illustrative examples for generic tool categories, not verified pricing for any named product. Your actual stack cost will differ.
Build My SystemJarvis CRM / pricing
One subscription, published
The CRM has a price you can read without a call. Plans differ in how much of the deal-flow tooling comes with them.
Standard
The operating layer for CRM, funnels, site, and automation.
$97per month
11 of 16 capabilities included
Choose StandardMost popular
Elite
Standard, plus the AI that works outreach and disposition.
$197per month
15 of 16 capabilities included
Choose ElitePremium
Elite, plus full mentorship alongside the system.
$297per month
16 of 16 capabilities included
Choose PremiumPrices are for Jarvis CRM. xCerebro AI Agents, Lead Scraper, and Custom Builds are separate offers and are not included in these plans.
Compare every planWant help getting set up? Private onboarding includes A2P setup, website creation, and two coaching sessions for a one-time $300 payment.
View private onboardingExample workflows
A CRM for the way your team sells
Examples of how different teams can organize their day in Jarvis CRM. These are illustrative workflows, not customer results.
From inquiry to booked estimate
Bring calls and messages into one contact record, assign follow-up, and track the estimate appointment alongside the conversation.
Follow-upCalendars
See which deals need attention
Review pipeline stages, activity, and deal owners together so the team can see what moved and what needs a reply.
PipelinesReporting
Integrations
Connected to the tools you already run
Your phone system, calendar, ad accounts, and payment processor stay where they are. Jarvis becomes the layer that reads and writes across them.
Plus any REST API or webhook endpoint your business already uses.
- Gmail
- Outlook
- Google Calendar
- Twilio
- Stripe
- QuickBooks
- Meta Ads
- Google Ads
- Slack
- Zapier
- DocuSign
- Webhooks
Security & control
Keep your team and records organized
Give people the access they need, make ownership clear, and keep a history of the work.
Role-based permissions
Control what each team member can see and edit in the CRM.
Contact ownership
Assign an owner so the team knows who is responsible for the next step.
Activity history
Review conversations, tasks, and record changes in one place.
Your data stays yours
Export your contact data whenever you need it.
Products & Services
View bundle optionsAdd more when you need it.
Available separately or as a scoped Jarvis CRM bundle.
Questions
Questions about Jarvis CRM
Get started
Built around your business.
Tell us how your business sells. We map it, build the system around it, and run it with you.